Succession Wealth

Succession Wealth company information, Employees & Contact Information

Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations. At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track. Our clients rely on us to help them feel financially secure, confident and independent. Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number 07882611. The content is for general information only and does not constitute advice. The content was accurate at the time of writing. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the articles mentioned.

Company Details

Employees
686
Founded
-
Address
60 Church Street, Birmingham,b3 2dj,united Kingdom
Phone
0121-212-9212
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Birmingham
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Succession Wealth Questions

News

Succession wealth director on doubling assets without doubling advisers - Professional Adviser

Succession wealth director on doubling assets without doubling advisers Professional Adviser

Off the Record: Roger Marsden, CEO of Succession Wealth - Money Marketing

Off the Record: Roger Marsden, CEO of Succession Wealth Money Marketing

Succession Wealth Names New Wealth Director - WealthBriefing

Succession Wealth Names New Wealth Director WealthBriefing

Succession Wealth snaps up £1.1bn AUA True Wealth - Financial Planning Today

Succession Wealth snaps up £1.1bn AUA True Wealth Financial Planning Today

Succession continues purchase spree with six advisory firm acquisitions - Private Banker International

Succession continues purchase spree with six advisory firm acquisitions Private Banker International

Aviva to acquire Succession Wealth - Aviva corporate website

Aviva to acquire Succession Wealth Aviva corporate website

Succession Wealth names wealth director - Investment Week

Succession Wealth names wealth director Investment Week

Titan hires head of sales from Succession Wealth - Money Marketing

Titan hires head of sales from Succession Wealth Money Marketing

Inflexion announces sale of Succession Wealth to Aviva - Inflexion

Inflexion announces sale of Succession Wealth to Aviva Inflexion

Succession Wealth: How to plan for the future and for success - The Herald

Succession Wealth: How to plan for the future and for success The Herald

Financial advisory firm Succession Wealth probes cyber attack - Computer Weekly

Financial advisory firm Succession Wealth probes cyber attack Computer Weekly

Succession Wealth adds £1bn AUA with third acquisition of the year - Money Marketing

Succession Wealth adds £1bn AUA with third acquisition of the year Money Marketing

Aviva buys Succession Wealth for £385m - Investment Week

Aviva buys Succession Wealth for £385m Investment Week

Kingswood appoints ex-Succession Wealth executive as new CEO - Money Marketing

Kingswood appoints ex-Succession Wealth executive as new CEO Money Marketing

Succession Wealth expands Scotland presence with Edinburgh acquisition - Money Marketing

Succession Wealth expands Scotland presence with Edinburgh acquisition Money Marketing

Succession Wealth hires head of M&A - Money Marketing

Succession Wealth hires head of M&A Money Marketing

Succession appoints new director of wealth to drive business development - Money Marketing

Succession appoints new director of wealth to drive business development Money Marketing

Aviva appoints Roger Marsden as new Succession Wealth boss - Money Marketing

Aviva appoints Roger Marsden as new Succession Wealth boss Money Marketing

Aviva-owned Succession Wealth makes first acquisition - Money Marketing

Aviva-owned Succession Wealth makes first acquisition Money Marketing

Succession Wealth acquires DFP Health & Wealth management - IFA Magazine

Succession Wealth acquires DFP Health & Wealth management IFA Magazine

Aviva buys Succession Wealth in £385m deal - Portfolio Adviser

Aviva buys Succession Wealth in £385m deal Portfolio Adviser

Aviva completes Succession Wealth acquisition - Professional Adviser

Aviva completes Succession Wealth acquisition Professional Adviser

Succession Wealth opens Birmingham headquarters - Money Marketing

Succession Wealth opens Birmingham headquarters Money Marketing

Exclusive: Succession Wealth moves into UHNW space with acquisition of London Wall Partners - Money Marketing

Exclusive: Succession Wealth moves into UHNW space with acquisition of London Wall Partners Money Marketing

Succession adds £165m with latest IFA purchase - Money Marketing

Succession adds £165m with latest IFA purchase Money Marketing

Succession Wealth appoints new director of proposition - Money Marketing

Succession Wealth appoints new director of proposition Money Marketing

Succession Wealth CEO James Stevenson departs after five years - Cover Magazine

Succession Wealth CEO James Stevenson departs after five years Cover Magazine

Succession Wealth adds £500m FUM with acquisition - Money Marketing

Succession Wealth adds £500m FUM with acquisition Money Marketing

Aviva says ongoing advice review ‘not an issue’ - Money Marketing

Aviva says ongoing advice review ‘not an issue’ Money Marketing

Top financial advisers in Edinburgh to help you reach your financial goals - Edinburgh Live

Top financial advisers in Edinburgh to help you reach your financial goals Edinburgh Live

Plymouth business whose founder died sold for £385million - Plymouth Live

Plymouth business whose founder died sold for £385million Plymouth Live

Succession Wealth chooses Birmingham for new national head office - business-live.co.uk

Succession Wealth chooses Birmingham for new national head office business-live.co.uk

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